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West Coast Financial’s Walmart Inc WMT Stock Holding History

West Coast Financial’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,698
Closed -$676K – 154
2025
Q1 		$676K Buy
7,698
+3
+0% +$281 0.08% 91
2024
Q4 		$695K Hold
7,695
– – 0.08% 91
2024
Q3 		$621K Buy
7,695
+4
+0.1% +$294 0.07% 97
2024
Q2 		$521K Buy
7,691
+30
+0.4% +$1.89K 0.06% 100
2024
Q1 		$461K Buy
7,661
+152
+2% +$8.7K 0.06% 102
2023
Q4 		$395K Buy
7,509
+3,261
+77% +$173K 0.05% 107
2023
Q3 		$227K Sell
4,248
-48
-1% -$2.55K 0.03% 138
2023
Q2 		$225K Buy
4,296
+102
+2% +$5.15K 0.03% 144
2023
Q1 		$206K Buy
+4,194
New +$199K 0.03% 133
2022
Q2 		– Sell
-4,173
Closed -$207K – 137
2022
Q1 		$207K Buy
4,173
+3
+0.1% +$141 0.03% 132
2021
Q4 		$201K Buy
+4,170
New +$199K 0.03% 136
2019
Q4 		– Sell
-7,830
Closed -$310K – 111
2019
Q3 		$310K Buy
+7,830
New +$296K 0.07% 94

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

West Coast Financial's WMT Position: Q2 2025 in Review

West Coast Financial sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 7,698 shares — an estimated $676K sold.

West Coast Financial first reported a position in WMT in Q3 2019 and held it in 12 quarters. The position peaked at $695K in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • West Coast Financial reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 7,698 Walmart Inc shares in Q2 2025, an estimated $676K.
  • West Coast Financial first reported a position in Walmart Inc in Q3 2019 and held it in 12 quarters.
  • West Coast Financial's Walmart Inc position peaked at $695K in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.